BPA
TBIL

Beacon Pointe Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Beacon Pointe Advisors’s Portfolio TBIL Stock Details TBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.76M Buy
75,332
+4,648
+7% +$232K 0.02% 547
2025
Q4 		$3.53M Buy
70,684
+1,110
+2% +$55.4K 0.02% 474
2025
Q3 		$3.48M Buy
+69,574
New +$3.47M 0.03% 430

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Beacon Pointe Advisors's TBIL Position: Q1 2026 in Review

Beacon Pointe Advisors increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 6.6% in Q1 2026, buying an estimated $232K and bringing the position to 75,332 shares worth $3.76M. The position accounts for 0.02% of the portfolio, ranked #547.

Beacon Pointe Advisors first reported a position in TBIL in Q3 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • Beacon Pointe Advisors held 75,332 shares of F/m US Treasury 3 Month Bill Fund worth $3.76M as of Q1 2026.
  • Beacon Pointe Advisors bought 4,648 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $232K.
  • F/m US Treasury 3 Month Bill Fund made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #547 holding.
  • Beacon Pointe Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.